Jason Overholtzer
Director - Investment Research at Beacon Pointe Advisors
- Role
- Director - Investment Research at Beacon Pointe
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Jason Overholtzer
Beacon Pointe Advisors is an investment consulting firm that takes a comprehensive…
Experience
Director - Investment Research
Feb 2014 — Present · Orange County, CA, US
Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions (i.e, foundations and endowments), individuals and families. We provide clients with the investment and financial planning framework to make important life decisions, armed with an understanding of the potential financial impact of those decisions. We focus on full service financial planning and research driven investments.Beacon Pointe Advisors is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship.
Education
CSUF
BA
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